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Showing Q1 2025 data
West Coast Financial LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
West Coast Financial LLC
•CIK: 1511985•Filing: Q1 2025
**West Coast Financial LLC** manages $876M across a diversified portfolio of 162 positions. The fund exhibits a significant allocation to broad market indices, notably holding IJR at $147.6M and SCHO at $73.8M. Core technology and mega-cap names anchor the strategy, with combined top-ten holdings including AAPL ($35.1M), MSFT ($19.0M), and GOOGL ($20.8M). This structure suggests a conviction-driven approach emphasizing established market leaders and sector breadth.
Total AUM
$876.0M
QoQ Performance
-3.5%
Positions
128
Top 10 Concentration
53.7%
Latest Filing
Q1 2025
Top Holdings Allocation
IJR
SCHO
IVV
IJR16.8%
SCHO8.4%
IVV7.9%
SCHR4.2%
AAPL4.0%
MBB3.5%
MA2.4%
GOOGL2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.3%
Technology12.4%
ETF7.9%
Financial5.8%
Consumer2.7%
Consumer Staples2.1%
Healthcare2.0%
Real Estate1.1%
🚪 Exited Positionssold since Q4 2024
+2 more exited positions
Changes from Q4 2024
NEW4 new positions
↑27 increased
↓78 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023